Kickoff email

Open enrollment toolkit      ❯      Kickoff Email

Description:
This email should be sent 4 weeks prior to the start of open enrollment. Its primary purpose is to introduce the upcoming open enrollment period, provide a glimpse into the coverage options, and guide employees through the enrollment process.


Copy the template below:

Subject line option 1:
Open enrollment starts [DATE] — here's where to start.
Subject line option 2:
Your benefits window opens [DATE]. Here's what you need to know.
Body:

HTML/Formatted Version: 

[FIRST NAME],

Yes, it's that time of year again — open enrollment — but we're making it easier than ever. 

You have [X days] to make your benefits selections for the coming year — and the choices you make now will affect your paycheck, your coverage, and your care for the next 12 months.

Here's what you need to do before [END DATE]:

  • Review your current coverage. Even if nothing's changed in your life, plan options and premiums may have. Give it 10 minutes.
  • Check what's new. We've added [BENEFIT NAMES] this year. It covers [brief description - add sub-bullets if more than one benefit] — and it's fully available to you starting [DATE].
  • Make your selections. Log in at [PORTAL LINK] and confirm your choices before [DEADLINE]. If you miss the window, you'll wait until next year's open enrollment unless you have a qualifying event.

A hidden benefit gem: Last year, [X]% of employees who enrolled in [benefit] used it within their first six months [or insert quote or experience metric of your choice]. It's there when you need it — but only if you sign up.

Questions? [CONTACT NAME/EMAIL] is your go-to. Or find us at [OFFICE HOURS / SLACK CHANNEL / BENEFITS FAIR DETAILS].

[ADD YOUR SIGNATURE]

TL;DR Version (3–5 sentences): 

It’s that time of year again: Open enrollment. You have until [DATE] to make your benefit selections for next year — after that, the window closes until [NEXT YEAR]. New this year: [BENEFIT NAME]. Log in at [PORTAL LINK] and lock in your coverage. Reply to this email or reach [CONTACT] with any questions.

Plain-Text Version: 

Hi Team, 

It’s time to enroll in your benefits for next year! You have until [DATE] to make your benefits selections for [YEAR].

Here's what to do:

  1. Log in at [PORTAL LINK]
  2. Review your current plan and any new options
  3. Confirm your selections before [DATE]

New this year: [BENEFIT NAME] — [ONE SENTENCE DESCRIPTION].

Questions? Contact [NAME] at [EMAIL / PHONE].

[SIGNATURE]

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